- ODFL is well-positioned to benefit from de-globalization trends that are expected to give domestic businesses bigger roles in the supply chain.
- CSX is trading at 18.5x trailing earnings (compared to 25.4x for the industrial sector as a whole) and also pays a dividend that has been increased for 19 straight years.
- If the tide swings in favor of residential construction bulls and commercial building activity improves, TopBuild could be a top industrial stock this year.
- 5 stocks we like better than Old Dominion Freight Line
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